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Wilkins Miller Wealth Management, LLC: IBDX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wilkins Miller Wealth Management, LLC on IBDX, newest first. How the timeline and the estimate are built.

Wilkins Miller Wealth Management, LLC held 60,599 IBDX shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 60,599 shares
    Change vs previous 13F -1,969 shares

    0.82% of the 13F portfolio, value $1,458,610.

    13F-HR 0002057318-26-000006 filed by Wilkins Miller Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 62,568 shares
    Change vs previous 13F -4,496 shares

    0.87% of the 13F portfolio, value $1,576,081.

    13F-HR 0002057318-26-000004 filed by Wilkins Miller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 67,064 shares
    Change vs previous 13F +2,887 shares

    1.03% of the 13F portfolio, value $1,694,708.

    13F-HR 0002057318-26-000002 filed by Wilkins Miller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 64,177 shares
    Change vs previous 13F +989 shares

    0.98% of the 13F portfolio, value $1,638,444.

    13F-HR 0001172661-26-000242 filed by Wilkins Miller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 63,188 shares
    Change vs previous 13F +7,843 shares

    1% of the 13F portfolio, value $1,618,890.

    13F-HR 0001172661-25-004682 filed by Wilkins Miller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 55,345 shares
    Change vs previous 13F -6,478 shares

    0.95% of the 13F portfolio, value $1,399,408.

    13F-HR 0001172661-25-003347 filed by Wilkins Miller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 61,823 shares
    Change vs previous 13F +136 shares

    1.16% of the 13F portfolio, value $1,544,981.

    13F-HR 0001172661-25-001748 filed by Wilkins Miller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 61,687 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $1,516,283.

    13F-HR 0001172661-25-001337 filed by Wilkins Miller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).